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Bridgefront Capital’s Evercore EVR Stock Holding History

Bridgefront Capital’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Buy
1,048
+456
+77% +$149K 0.08% 385
2025
Q4 		$201K Buy
+592
New +$190K 0.05% 459
2024
Q2 		– Sell
-2,401
Closed -$462K – 541
2024
Q1 		$462K Buy
+2,401
New +$434K 0.35% 85
2023
Q1 		– Sell
-2,552
Closed -$278K – 463
2022
Q4 		$278K Buy
+2,552
New +$266K 0.19% 221
2022
Q1 		– Sell
-3,090
Closed -$420K – 318
2021
Q4 		$420K Buy
3,090
+1,466
+90% +$214K 0.41% 73
2021
Q3 		$217K Buy
+1,624
New +$221K 0.23% 228
2021
Q2 		– Sell
-3,345
Closed -$441K – 686
2021
Q1 		$441K Buy
+3,345
New +$408K 0.14% 276

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgefront Capital's EVR Position: Q1 2026 in Review

Bridgefront Capital increased its Evercore (EVR) stake by 77% in Q1 2026, buying an estimated $149K and bringing the position to 1,048 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #385.

Bridgefront Capital first reported a position in EVR in Q1 2021 and has held it in 7 quarters since. The position peaked at $462K in Q1 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Bridgefront Capital held 1,048 shares of Evercore worth $313K as of Q1 2026.
  • Bridgefront Capital bought 456 Evercore shares in Q1 2026, an estimated $149K.
  • Evercore made up 0.08% of Bridgefront Capital's portfolio in Q1 2026, its #385 holding.
  • Bridgefront Capital first reported a position in Evercore in Q1 2021 and has held it in 7 quarters since.
  • Bridgefront Capital's Evercore position peaked at $462K in Q1 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Bridgefront Capital's 13F filing for Q1 2026, filed 15 May 2026.